Pinnacle Wealth Planning Services’s Waterstone Financial WSBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,881
| Closed | -$204K | – | 567 |
|
|
2024
Q3 | $204K | Hold |
13,881
| – | – | 0.03% | 457 |
|
|
2024
Q2 | $178K | Hold |
13,881
| – | – | 0.03% | 432 |
|
|
2024
Q1 | $169K | Hold |
13,881
| – | – | 0.02% | 446 |
|
|
2023
Q4 | $197K | Buy |
+13,881
| New | +$197K | 0.03% | 416 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | -$1K | – | 1955 |
|
|
2020
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2195 |
|